|
Year in Review: Long-Term Uranium Stock Prospects Trend Higher
2011-12-22 22:30:00 After a sluggish 2009 and a slow 2010, uranium seemed to be coming into its own at the beginning of 2011. The spot price went from $42/pound (lb) at the end of the decade to start 2011 above $60/lb. It quickly topped $70/lb in February and had $75/lb in its sights before the March 11 Fukushima nuclear accident slammed it back down briefly to $50/lb. With the exception of a couple bounces, it stayed lower through the rest of the year, closing at $52/lb. The Energy Report research shows that uranium company stock prices generally followed the spot price as measured in the UXA1 Commodity Futures Price (shown as the bright red line). The real low for almost . . . → Read More: Year in Review: Long-Term Uranium Stock Prospects Trend Higher
By: Jutia Group
The Uranium Industry Is Alive and Well: David Talbot
2011-12-14 01:00:00 The Energy Report: Dave, what is your post-Fukushima uranium thesis? David Talbot: Post Fukushima, there are broader market issues that are also impacting the uranium equities. However, there is a little bit of danger that if we don’t get a lot of this new build, uranium prices would increase. TER: Lack of development would give rise to the classic market conditions that would ultimately force uranium prices up. DT: Exactly. TER: How does consolidation come into play? DT: I don’t think there is necessarily consolidation for its own sake. I think that there are some companies that are just so undervalued that larger companies that want to get into certain areas may jump at these opportunities. Hathor Exploration . . . → Read More: The Uranium Industry Is Alive and Well: David Talbot
By: Jutia Group
Kazakhstan Now World?s Largest Uranium Miner
2011-11-28 15:08:00 Kazakhstan’s international energy image is now that of one of the world’s rising oil exporters, an extraordinary feat given that, two decades ago its hydrocarbon output was beyond insignificant when the USSR collapsed. The vast Central Asian nation, larger than Western Europe, has now quietly passed another energy milestone. Kazakhstan produces 33 percent of world’s mined uranium, followed by Canada at 18 percent and Australia, with 11 percent of global output. Kazakhstan contains the world’s second-largest uranium reserves, estimated at 1.5 million tons. Until two years ago Kazakhstan was the world’s No. 3 uranium miner, following Australia and Canada. Together the trio is responsible for about 62 percent of the world’s production of mined uranium. According to Kazakhstan’s . . . → Read More: Kazakhstan Now World’s Largest Uranium Miner
By: Jutia Group
Geordie Mark: Coal and Uranium Generate Heat
2011-11-15 21:30:00 The Energy Report: There have been recent takeovers in the coal sector, including the $1 billion (B) takeover of Grande Cache Coal by a Chinese and Japanese business combination. What should investors take away from that deal? Geordie Mark: Investors need to be aware that metallurgical coal is intimately related to the steel market. Our expectations for growth in the steel market drive our expectations for growth in metallurgical coal. It is a positive sign that the market sees the value of such a strategic commodity. We’ve seen a lot of activity this year in the space, highlighted by the $4B takeover of Riversdale by Rio Tinto (RIO:NYSE; RIO, ASX) primarily for Riversdale’s metallurgical coal asset base in Mozambique. . . . → Read More: Geordie Mark: Coal and Uranium Generate Heat
By: Jutia Group
Rob Chang: Uranium Stocks Powering Up
2011-11-01 20:30:00 [Editor's note: This interview took place on October 24, 2011. Mr. Chang's comments were made prior to Versant Partners' engagement on Fission Energy's financing.] The Energy Report: Thank you for joining us again. What major changes have unfolded in the uranium sector since you last spoke with The Energy Report in June? Rob Chang: Let’s look at uranium pricing first. The spot price went through the summer doldrums, as it usually does. It dipped slightly but stayed relatively flat since June. It’s down about 3% and is currently in the low $50s. The long-term price declined by about 6%. It was around $68 when we last spoke. It’s now $64. But there has been some good news. Looking at . . . → Read More: Rob Chang: Uranium Stocks Powering Up
By: Jutia Group
Seen and Unseen
2011-03-21 21:40:00 by Addison Wiggin - March 21, 2011 U.S. opens third front of "Forever War"... The 5 surveys effects both seen and unseen Japan aftermath: How to profit from the fall of uranium, and do good for quake victims, in one step Traders don rally caps... The chart that shows stocks still have room to run ...
Where There?s No Bubble
2011-01-04 20:04:00 Y2K+11: Computer glitch at the AF HQ? how we plan to make it up to you. ?No bubble? in commodities, says Alan Knuckman, just a ?baby bull.? Chris Mayer?s favorite commodity in 2011? and one sector that?s due for a rest. Byron King on the latest deep-water drilling ?smoke and mirrors? from D.C. ?Convenience that?s hard to match?? The unlikely country that?s tops in quality of life. Reserve member says he?s a ?wholehearted convert?? your (extended, yet final) chance to join him... plus postal rates and the irony of the Laissez Faire Book store...
Alternative Universe
2010-12-17 21:43:00 An investment model for an alternative universe... and the real-world consequences for you. A universe where "inflation protection" means real estate and gold does not exist. Uranium zooms up 50% in a matter of months... One guess why, and it starts with the letter "C." 18 months in the making... Gold ATM makes its American debut today. "Airhead?" A 5 first: Reader says we're just too darned optimistic.
Bargain Gold?
2010-11-15 22:53:00 Gold at $1,370? a buying opportunity? Strange days: Ireland insists it doesn?t need a bailout, Germany insists it take one anyway. California back in the bond market, at the worst possible time. Chris Mayer identifies two commodities still available at bargain prices. Sleeping with the enemy? Spitzer consort becomes commodities trader.
Geordie Mark: Uranium and Mining Stocks Recovering
2010-10-29 06:30:00 Source: George Mack and Karen Roche of The Energy Report Uranium has been radioactive for investors who have stayed away in droves since the metal crashed into a prolonged slide beginning in early 2007. Now in a cautious recovery mode from multiyear lows, Haywood Securities Senior Analyst Geordie Mark says a rising uranium price is the driver for select mining companies. In this exclusive interview with The Energy Report, Geordie discusses uranium demand and brings some specific ideas to the table for investors. The Energy Report: Between the first quarter of 2009 and the first half of 2010, uranium tested $40 on the downside about three times. Has it found solid support? Also, what… . . . → Full Story: Geordie Mark: Uranium and Mining Stocks Recovering
By: Jutia Group
Avoiding the Double-Whammy
2010-09-29 20:14:00 Are stocks up only because the dollar?s down? How to recoup your purchasing power. Byron King identifies three catalysts for uranium?s next bull run. Chris Mayer on the ?workhorse metal? with staggering profit potential. Our tech team pinpoints the drivers behind the next innovation wave. ?Going Galt??? Rebellion on behalf of gold and freedom in an unlikely place.
Actionable Advice from This Year?s Investment Symposium
2010-07-22 21:22:00 Feds spend hundreds of billions on banks, again? Doug Casey on fixing our broken government. The age-old question, answered: When to buy and sell stocks? Two more bull markets raging on in China: IPOs and mining stocks. Plus, a 5 Min. exclusive: ?Trades of the Decade? from an elite list of Symposium speakers.
Home Prices Finally Rise, A Case for Commodities, Trouble in Belgium and Mo
2010-04-27 21:32:00 At long last, home prices stop falling? details on the first annual gain since 2006. Yet industry insiders (and plain common sense) say ?don?t celebrate yet.? The case for commodities: Fry, Mayer, Amoss and Knuckman highlight which to buy and why. How the Greeks (and S&P) just slammed U.S. stocks. Plus, Dennis Gartman offers a microcosm of Europe?s mess: Belgium.
Uranium found on the Moon
2009-06-30 15:16:00 From Discover Magazine | RSS: Scientists using data from the recently-Moon-smacked Kaguya spacecraft have found evidence of radioactive elements on the lunar surface, including, for the first time, uranium! That's pretty cool. It's a little unexpected to me, too. One of the key
Undersea Uranium Farms Could Be A Goldmine
2009-06-19 13:00:00 Japanese researchers are considering the possibility of constructing giant undersea sponge farms to collect uranium suspended in seawater. If enough farms are built, every nuclear plant in Japan could soon be running exclusively on ocean-sourced fuel.
Fronteer (FRG): Cooper, gold & uranium
2009-05-28 14:00:00 "Certain commodities are getting hot again; both copper and gold have the wind at their backs in this market, while uranium has also caught our attention," says Brandon Clay.In his Invest with an Edge, he explains, "One such company that should gain from a spike in gold, uranium, and copper is Vancouver-based Fronteer Development Group (NYSE: FRG)."Uranium is a perennially despised substance with a back story in catastrophe, espionage, protests, and nuclear fallout. "But this sometimes-sordid history may prove too weak an objection for the outstanding potential in uranium. The substance may hold enough promise to fuel transportation, lighting, and cell phones for generations. The cost/benefit analysis is changing."Chernobyl was 23 years ago. Three Mile Island was 30 years ago. Since then, scientists have made giant strides toward safe nuclear energy. Times have changed with carbon emissions hearings and coal mining accidents. "US nuclear ...
Depleted Uranium Hubcaps
2009-05-16 03:42:00 Well, I'm back to delpleted uranium again, but it seems like it's the cheapest, densest, heaviest stuff on Earth, and it doesn't seem to make your skin bubble when you handle it, which is good. Iridium and Osmium are apparently unaffordable unless you're an executive at AIG. So here's my question, a
Uranium, time to go back into the pool
2008-12-22 16:45:00 When I started my first blog back in 2004 the first commodity I became bullish on was uranium. At the time the metal was trading around the mid twenties. Uranium was in the process of emerging from a twenty year…
By: Jutia Group
Panel: Congress was misled on Iraq uranium issue
2008-12-19 04:24:00 Panel: Congress was misled on Iraq uranium issue WASHINGTON (AP) - Former White House Counsel Alberto Gonzales misled Congress when he claimed the CIA in 2002 approved information that ended up in the 2003 State of the Union speech about Iraq’s alleged effort to buy uranium for its nuclear weapons program, a House committee said Thursday. ...
By: TexasFred's
Difficulties in Characterizing Uranium
2008-11-03 11:00:00 Uranium, a destructive-but-useful heavy radioactive element, can pose a tough challenge when characterized by analytical techniques. Uranium has three naturally occurring isotopes: U-238, U-235 and U-234. We almost never deal with pure isotopes, but rather identify uranium by the percentage of whi
Elliott Gue: If McCain wins ... mine for value in uranium
2008-10-03 06:00:00 "McCain has been a strong supporter of nuclear power and his energy plan calls for building 45 new nuclear power plants in the US by 2030," observes The Energy Strategist (http://www.thestockadvisors.co-m/ccount/click.php?id=2240) explains, "Thus, my pick for a McCain victory is uranium miner Paladin Energy (http://finance.aol.com/quotes/-paladin-energy-ltd/pdn/tor) (Toronto: PDN (http://finance.aol.com/quotes/-paladin-energy-ltd/pdn/tor)).""-MCain's plan would represent by far the most significant build-out of nuclear plants in more than three decades.He has an ultimate goal of building 100 new US reactors. America's 104 existing plants account for about 20% of electricity generation. "The US is not the only country in the world considering a major expansion in nuclear power. Russia, China and China have already committed to a major expansion of their nuclear energy capacity. And nuclear is also enjoying a renaissance in other developed markets such as the UK and Italy. "The ma...
Iran now has 6,000 centrifuges for uranium
2008-07-26 18:01:00 TEHRAN, Iran (AP) - President Mahmoud Ahmadinejad said Saturday that Iran now possesses 6,000 centrifuges, a significant increase in the number of uranium-enriching machines in its nuclear program, the semi-official Fars news agency reported. The new figure is double the 3,000 centrifuges Iran had previously said it was operating in its uranium enrichment plant in Natanz. “Islamic ...
By: TexasFred's
?Non existant? Yellowcake Uranium Moved From Iraq to Canada
2008-07-07 01:54:00 It’s official. There were WMD’s in Iraq. Not fully developed WMD’s, but the infrastructure, scientists, and supplies available waiting for sanctions to be lifted and voila, Saddam back to normal. The LATimes reports: The last major remnant of Saddam Hussein’s nuclear program — a huge stockpile of concentrated natural uranium — reached this Canadian port Saturday, completing ...
USEC (USU): 'Ben Graham value play' in uranium
2008-06-10 07:00:00 "USEC (http://www.thestockadvisors.co-m/quote.htm?sym=usu) (NYSE: USU (http://www.thestockadvisors.co-m/quote.htm?sym=usu)) is the nation's leading supplier of enriched uranium for use in commercial nuclear power plants -- in fact, it is the only supplier," notes value investor Nathan Slaughter (http://www.thestockadvisors.co-m/ccount/click.php?id=2085).In- Half-Priced Stocks (http://www.thestockadvisors.co-m/ccount/click.php?id=2085), he explains, "Low-enriched uranium is commonly used as fuel in nuclear reactors, and no other company in the U.S. provides it, giving USEC a dominant position in a key niche market.""Its competitive advantage? USEC has the single best competitive advantage there is: zero competition -- at least in the United States. While the firm does have a handful of rivals overseas, it has reaped the benefit of being the lone U.S. supplier. "The company has also been awarded lucrative contracts to perform work for the U.S. Department of Defense. The company also be...
Énergie nucléaire : Les ressources en uranium suffisantes pour au moins 100
2008-06-04 17:00:00 Les réserves d'uranium sont suffisantes pour alimenter encore un siècle au moins le parc mondial de réacteurs, selon une étude publié mardi par l'Agence pour l'énergie nucléaire (AEN). Selon l'étude intitulé "Uranium 2007: ressources, production et demande", les ressources classiques connues récupérables à un coût inférieur à un 130 USD/kg, atteignent 5,5 millions de tonnes, et les resources non découvertes s'élèvent à 10,5 millions de tonnes.
Uranium Enrichment: The Bushes, The Saudis and The Bomb
2008-06-03 16:47:00 by Chris Floyd Did you hear the alarming story about a country led by draconian Muslim religious extremists acquiring enriched uranium for their nuclear plants — plants which could be weaponized anytime in the future, putting weapons of mass destruction in the hands of Sharia law fanatics who repress women, chop off heads and throttle all dissent? What's more, they were given this weapons-grade material by a rogue nation led by a goonish tyrant who gained power only because he was the wastrel son of the former leader. Break out the regime change machinery right away; this evil must be stopped! What's that? No, we're not talking about Iran getting souped-up nukestuff from North Korea. We're talking about George W. Bush's bestowal of enriched uranium on his pals and business partners, the Saudi royals, the most draconian religious tyrants in the world. Harvey Wasserman has the goods at Democracy Now: You know, I'd like to know the insane asylum in which this po...
Uranium: Survey Predicts Higher Prices Ahead!
2008-06-02 00:05:00 An Australian company, Resource Capital Research (RCR) believes that an expected improvement in the price of uranium is part of the reason behind an improving outlook for uranium stocks on both the Australian and Canadian exchanges. A senior analyst for RCR, John Wilson, said that ?positive market sentiment has returned, driven by indications the spot uranium ...
By: Uranium Stocks
New Nuclear Plants for Britain!
2008-05-29 05:27:00 The British Prime Minister, Gordon Brown, has said that is it time to become more ambitious with the plans for nuclear power for Britain. Three cheers for the British PM! As we see it the United Kingdom government have adopted a softly, softly approach to nuclear power by first of all introducing the idea of replacing ...
By: Uranium Stocks
Uranium: Dependent on Oil?
2008-05-23 00:31:00 After taking a severe beating the uranium sector is showing signs of a recovery. Scanning the radar there appears to be a number of differing opinions tabled in support of nuclear power, one of which is the high cost of oil
By: Uranium Stocks
Depleted Uranium shells used by the military are worse than nuclear weapons
2008-05-22 16:26:00 From Newlaunches.com: Remember the rail gun in Quake 2 which fired depleted uranium shells at near light speeds. The military has been using the same shells if not the gun since quite some time. Depleted Uranium is a waste product of uranium enrichment, containing approximately one
Top trader targets uranium
2008-05-22 07:00:00 "We're loaded to gills in uranium shares," says Mark Leibovit (http://www.thestockadvisors.co-m/ccount/click.php?id=2040), often ranked among the top market timers. In his VRTrader (http://www.thestockadvisors.co-m/ccount/click.php?id=2040), he looks at the market and some favorite uranium plays."Another day. Another record for oil prices. Has oil gone parabolic? It is starting to look that way. Meanwhile, the metals are following in oil's footsteps. With oil and metals up sharply, bonds are worried about inflation and dropping."Dollar weakness is contributing to the commodity rally. The dollar was looking for a while like it was on the verge of a larger rally, but recent weakness has shelved any ideas that the dollar bulls (if there are any) were ready to mount a serious charge. "Interest rates are now low enough for the Federal Reserve to pause and take a wait-and-see stance in coming weeks, Fed Vice Chairman Donald Kohn said. But it might not be so easy for the central bank...
Uranium-Stocks.net Portfolio Update 21 May 2008
2008-05-21 09:44:00 This chart is courtesy of www.U308.biz. This has been a much better month for holders of uranium stocks, as signs of rising stock prices appear to be popping up here and there. Yesterday was especially good with the following stocks leaping to higher levels: RSC: 17.14%, LAM: 16.58%, MGA: 6.79%, KRI: 22.73% and URE: 22.16% (more…) Related on Uranium Stocks:Uranium Stocks On The Move AgainMega Uranium Limited: Drill ResultsUranium stocks get a boost!Eagle Plains Resources Limited: 01 November updateUranium-Stocks.net Portfolio Update 08 April 2008Also See:Gold Prices for the latest news on world gold prices, gold price charts and moreSilver Prices for silver news and reports with real time silver prices and charts
By: Uranium Stocks
URANIUM ONE: Suspends Honeymoon uranium mine
2008-05-21 05:51:00 In its quarterly report Uranium One has said that the development of the Honeymoon uranium mine, northwest of Broken Hill, has been suspended until a development partner can be found. Executive vice-president Australia and Asia Greg Cochran is quoted as follows: “What we’re doing is we’ve recognised we need to have a bigger portfolio, and so that, together with sharing some of the cost of development with a partner, has meant that we’re moving in the partner mould. It does mean a postponement of course of what is currently going on at Honeymoon but that’s just until we get through this stage (more…) Related on Uranium Stocks:Aurelian Resources Inc: A Victim of Geo-politics!The Ranger Mine makes a Come BackAurora Energy Resources Inc. Face Monumental TaskOlympic Dam: More uranium!Uranium Price Declines to $133/lb – But instability increases in NigerAlso See:Gold Prices for the latest news on world gold prices, gold price charts and moreSilver Pr...
By: Uranium Stocks
Pakistan-India: Ten years of the Bomb
2008-05-16 14:50:00 Their political leaders and military planners seem impervious to the fact that a war between Pakistan and India in which each used only five of their nuclear weapons on the other’s cities could kill several million people and injure many more. The effects of a nuclear war could be much worse if India and Pakistan ...
By: 1913 Intel
A visit to the Green Room!
2008-05-15 02:20:00 The Green Room hosts a series of discussion pieces on environmental topics on a weekly basis at the BBC News website. This week Dr Peter Bleasdale argues that Nuclear power has a key part to play in providing the UK with reliable, low carbon electricity in the future. So, after years on neglect Britain is moving ...
By: Uranium Stocks
Uranium: 1,100 claims staked close to Grand Canyon!
2008-05-14 04:51:00 Within 5 miles of the Grand Canyon National Park, there are more than 1,100 uranium claims, a massive increase when you consider that there were only 10 in January 2003, the Department of the Interior reports. As the search for uranium continues it would appear that nowhere is sacred
By: Uranium Stocks
U308 hits $60/lb!
2008-05-13 09:42:00 Just when the uranium stocks look like coming to life the spot price for uranium takes another step lower. According to TradeTech who have reported this decline in the spot market price saying the following
By: Uranium Stocks
Uranium down $2/lb, but stocks stir!
2008-05-12 01:54:00 Chart courtesy of www.u3o8.biz According to The Ux Consulting Company (UxC) the price of uranium on the spot market slipped recently $2/lb to $63/lb. However, the long-term price remains steady at $95/lb and over at NYMEX the futures price for most of this year is around $65/lb. But, we can detect some stirring amongst uranium stocks ...
By: Uranium Stocks
Uranium stocks get a boost!
2008-05-08 23:59:00 …………-230;. We have only 2 BUY recommendations in our portfolio of uranium stocks at the moment and they are Laramide Resources Limited and Mega Uranium Limited both up today, 22.37% and 22.95%! This is what we ...
By: Uranium Stocks
Fungi Locks Away Dangerous Depleted Uranium
2008-05-06 03:45:00 That fungus among us may be the answer to uranium-polluted soils eventually being brought back into use. Researchers at Dundee Unversity in the UK have determined that fungi can block uranium from...
By: Green Options
Indian opposition to uranium mining
2008-05-05 01:36:00 Opposition to uranium mining in Meghalaya, India, may be dampened as The Department of Atomic Energy (DAE) announced a “detailed white paper” on uranium mining, which would be presented to the Meghalaya Assembly. Mounting protests have put pressure on the government to take action as Meghalaya has 16% of India?s uranium reserves, totalling 13,500 tonnes. The ...
By: Uranium Stocks
Uranium: Are we there yet?
2008-05-03 05:14:00 Chart courtesy of www.u3o8.biz This is probably the most asked question that we get in our mail bag these days, uranium stocks looked like bottoming once or twice, which turned out to be a false dawn. A while ago we wrote about Denison Mines when the stock was trading in the $6.00 range and we ...
By: Uranium Stocks
Shell blows away wind power project!
2008-05-01 03:24:00 In a disappointing u-turn Shell have pulled out of a prestigious wind power project in the United Kingdom, placing the future of this project in jeopardy. This flagship wind generation project was to produce 1,000 megawatts of power ? enough to power a quarter of London?s residential properties
By: Uranium Stocks
Navajo Fight Against New Uranium Mines Explained, on The Lindberg Report
2008-04-30 10:06:00 Like this post? Subscribe to our RSS feed and stay up to date. As I stated in an earlier article, the Navajo Nation is challenging the Nuclear Regulatory Commission (NRC) in a Federal appeals court,...
By: Green Options
B.C. shuts door on uranium projects
2008-04-26 09:56:00 British Columbia has slapped an official moratorium on uranium exploration and development in the province, reinforcing a long-standing informal ban on the nuclear fuel and dashing the hopes of companies that hoped to take advantage of soaring prices for the commodity. The ban, announced yesterday, makes B.C. a no-go zone for uranium and confirms a moratorium put in place in 1980 by a previous government responding to anti-nuclear sentiment in the province. That moratorium lapsed in 1987 but subsequent governments did not move to update it, as companies focused their exploration campaigns on other metals and because there was a widespread view that uranium production would be unpopular in the province. That changed in recent years, as uranium prices more than doubled and climate change concerns put emissions-free, uranium-fed nuclear power plants in the spotlight. ~ more... ~
By: Circle of 13
British Columbia: A policy of no uranium mining?
2008-04-26 05:07:00 In a recent announcement by Kevin Krueger, the minister of state for mining, British Columbia (BC) re-affirmed that he would not support the exploration and development of uranium. In contrast their neighbours, Alberta, have appointed a panel of experts to study the use of nuclear power as a possible power source to generate the steam ...
By: Uranium Stocks
Uranium: and now some good news!
2008-04-25 05:05:00 The bottom line here is that lower electricity bills are on the horizon for these customers who buy electricity from the Seabrook NUCLEAR power plant in New Hampshire. “The market price for a natural-gas unit is significantly higher than the cost for a nuclear plant.” Says David Tuohey, a spokesman for the Massachusetts Wholesale Electric Company. ...
By: Uranium Stocks
Another cold shoulder for uranium
2008-04-24 06:59:00 Australian explorer, Uran Limited appears to be the latest victim of the global bureaucratic hurdle as the Czech town council of Pribyslav, rejected an offer from the Australian company for it to be allowed to explore what are believed to be rich uranium deposits in the centre of the country. Pribyslav was one of Uran?s target ...
By: Uranium Stocks
Uranium Participation Corporation: P/E at 2.05!
2008-04-21 06:57:00 A sign of the times is just how low some of the uranium?s are trading is Uranium Participation, currently trading at $8.06 giving the company a P/E ratio of 2.05
By: Uranium Stocks
Uranium Resources Incorporated: Face an historical challenge from the Navaj
2008-04-20 06:58:00 The NRC (Nuclear Regulatory Commission) will be challenged in the federal appeals court for its approval of a source materials license for an in situ leach uranium mine, according to the Environmental News Service. Although the ...
By: Uranium Stocks
|
|
 |
|
 |
